Analysis

  • Raising the stakes in fund management

    07 December 2016

    Insurer-affiliated managers are punching above their weight in a competitive market, taking more than one-third of all fund managers' new business in the first three quarters. David Walker examines the evolving relationship between insurer-parents, affiliates and independent managers.

  • Industry turns up the heat on MA reform

    05 December 2016

    The industry's opportunity to recommend changes to EU regulation in a post-Brexit world has delivered a comprehensive criticism of the MA. David Walker and Asa Gibson report.

  • Equities and treasuries pumped on Trump

    01 December 2016

    As the dust settles after Donald Trump's surprise election win, investors and economists assess the likely consequences of his administration on financial markets. Asa Gibson reports

  • Going back to normal

    28 November 2016

    Scor Global Investments' chief executive François de Varenne explains to Asa Gibson how the group's asset management policy has moved away from its conservative, post-crisis stance.

  • Investing against terror

    23 November 2016

    Pool Re's chief investment officer Ian Coulman speaks to David Walker about investing on behalf of the UK's terrorism reinsurance pool.

  • Tailored and transparent - absolute return funds under Solvency II

    14 November 2016

    If insurers can overcome historical bias and some regulatory stumbling blocks, absolute return funds could offer uncorrelated and attractive returns, with little cost under Solvency II, according to Melanie Rijkenberg

  • Can investment consultants build a bridge to insurers?

    09 November 2016

    Chief investment officers tell many tales of incompetent and tactless advisors, but admit they do sometimes need help navigating the investment landscape. David Walker investigates the future of the relationship

  • Think outside the box with private credit

    07 November 2016

    The time has come for insurance companies to move from window-shoppers to genuine private credit investors and grab some rare yield pick-up, say AB's Arnaud Mounier and Roger Cozzi

  • Unsticking the liquidity jam

    02 November 2016

    Levels of fixed income issuance are at the highest level in nearly a decade yet concerns over bond liquidity have never been greater. The issue is squeezing flexibility in the secondary markets and forcing a deep review of the investment process. Sarfraz Thind reports.

  • Low yields and the Darwinian battle facing life insurers

    31 October 2016

    The life sector must adapt to survive under Solvency II with low investment yields, says the former chief investment officer of Alliance Bernstein, Erik Vynckier. He talks to David Walker